Steward Partners Investment Advisory’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
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|
2025
Q1 | $22.9K | Sell |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $47.4K | Buy |
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|
2024
Q2 | $17.3K | Hold |
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|
2024
Q1 | $17.5K | Sell |
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|
2023
Q4 | $1.93M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $43.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $1.54K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Buy |
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